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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $16,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,475 | $122,128-65.2% | $147,117-71.1% | $200,096-78.8% |
| Participation rate | 16.3% | 78.2%-61.8pp | 82.2%-65.9pp | 72.0%-55.7pp |
| Annual return | 11.34% | 30.58%-19.2pp | 420.54%-409.2pp | 34.26%-22.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $761 | $8,484-91.0% | $8,065-90.6% | $5,090-85.0% |
| Admin fee / account holder | $20 | $180-89.0% | $12,993-99.8% | $269-92.6% |